See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,251 | $77,899-75.3% | $149,673-87.1% | $75,163-74.4% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 12.89% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,752 | $3,137-44.2% | $4,818-63.6% | $2,670-34.4% |
| Participant deferral / active EE | $1,657 | $3,411-51.4% | $5,680-70.8% | $4,125-59.8% |
| Admin fee / account holder | $489 | $5,956-91.8% | $13,210-96.3% | $5,651-91.4% |